Purchases and Sales Made in Q2 2023 in Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA) during Q2 2023. The information is specifically focused on institutions that hold shares of Tesla, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
441+ 0.52% |
$67.8K - $121K
|
85K
$28.8M
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
440+ 14.55% |
$67.7K - $121K
|
3.47K
$1.17M
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
439+ 8.46% |
$67.5K - $120K
|
5.63K
$1.91M
|
|
Aug 16, 2023
Q2 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
438+ 7.31% |
$67.3K - $120K
|
6.43K
$2.18M
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
435+ 9.45% |
$66.9K - $119K
|
5.04K
$1.71M
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
431+ 175.2% |
$66.3K - $118K
|
677
$229K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
430+ 1.66% |
$66.1K - $118K
|
26.3K
$8.89M
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
422+ 283.22% |
$64.9K - $116K
|
571
$193K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
419+ 29.34% |
$64.4K - $115K
|
1.85K
$625K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
415+ 4.73% |
$63.8K - $114K
|
9.2K
$3.11M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
415+ 17.87% |
$63.8K - $114K
|
2.74K
$927K
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
414+ 4.77% |
$63.7K - $114K
|
9.1K
$3.08M
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
413+ 4.78% |
$63.5K - $113K
|
9.05K
$3.06M
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
413+ 10.2% |
$63.5K - $113K
|
4.46K
$1.51M
|
|
Aug 07, 2023
Q2 2023
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
412+ 11.94% |
$63.3K - $113K
|
3.86K
$1.31M
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
410+ 3.7% |
$63K - $113K
|
11.5K
$3.89M
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
409+ 5.11% |
$62.9K - $112K
|
8.41K
$2.85M
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
407+ 2.8% |
$62.6K - $112K
|
14.9K
$5.06M
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
404+ 3.79% |
$62.1K - $111K
|
11.1K
$3.74M
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
404+ 2.94% |
$62.1K - $111K
|
14.2K
$4.79M
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
403+ 8.57% |
$62K - $111K
|
5.1K
$1.73M
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
402+ 6.41% |
$61.8K - $110K
|
6.67K
$2.26M
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
401+ 4.58% |
$61.7K - $110K
|
9.15K
$3.1M
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
400+ 22.79% |
$61.5K - $110K
|
2.16K
$730K
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
399+ 14.33% |
$61.3K - $110K
|
3.18K
$1.08M
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
396+ 4.06% |
$60.9K - $109K
|
10.2K
$3.44M
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
392+ 1.36% |
$60.3K - $108K
|
29.2K
$9.89M
|
|
Aug 11, 2023
Q2 2023
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
389+ 0.29% |
$59.8K - $107K
|
134K
$45.4M
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
387+ 5.98% |
$59.5K - $106K
|
6.86K
$2.32M
|
|
Jul 18, 2023
Q2 2023
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
385+ 0.63% |
$59.2K - $106K
|
61.1K
$20.7M
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
384+ 29.43% |
$59K - $105K
|
1.69K
$572K
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
379+ 10.77% |
$58.3K - $104K
|
3.9K
$1.32M
|
|
Jul 20, 2023
Q2 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
376+ 6.17% |
$57.8K - $103K
|
6.47K
$2.19M
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
376+ 3.66% |
$57.8K - $103K
|
10.7K
$3.61M
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
375+ 9.77% |
$57.7K - $103K
|
4.22K
$1.43M
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
374+ 17.32% |
$57.5K - $103K
|
2.53K
$858K
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
374+ 4.71% |
$57.5K - $103K
|
8.31K
$2.82M
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
373New |
$57.3K - $102K
|
373
$126K
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
373+ 5.45% |
$57.3K - $102K
|
7.22K
$2.45M
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
372+ 11.85% |
$57.2K - $102K
|
3.51K
$1.19M
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
371+ 1.72% |
$57K - $102K
|
22K
$7.44M
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
368+ 4.11% |
$56.6K - $101K
|
9.33K
$3.16M
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
362+ 2.71% |
$55.7K - $99.4K
|
13.7K
$4.65M
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
361+ 19.23% |
$55.5K - $99.1K
|
2.24K
$758K
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
BUY
|
- |
357+ 1.64% |
$54.9K - $98K
|
22.2K
$7.5M
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
355+ 4.1% |
$54.6K - $97.4K
|
9.01K
$3.05M
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
355+ 23.92% |
$54.6K - $97.4K
|
1.84K
$623K
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
350+ 9.96% |
$53.8K - $96.1K
|
3.86K
$1.31M
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
350+ 8.82% |
$53.8K - $96.1K
|
4.32K
$1.46M
|
|
Jul 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
350New |
$53.8K - $96.1K
|
350
$119K
|